As The Walt Disney Co Com (DIS) Market Value Declined, Smithbridge Asset Management Has Lowered Holding; Microsoft (MSFT) Shareholder Umb Bank N A Upped Its Holding by $420,580

April 20, 2018 - By Dolores Ford

The Walt Disney Company (NYSE:DIS) Logo

Umb Bank N A increased its stake in Microsoft Corp (MSFT) by 0.96% based on its latest 2017Q4 regulatory filing with the SEC. Umb Bank N A bought 4,948 shares as the company’s stock rose 4.63% while stock markets declined. The institutional investor held 523,018 shares of the prepackaged software company at the end of 2017Q4, valued at $44.74 million, up from 518,070 at the end of the previous reported quarter. Umb Bank N A who had been investing in Microsoft Corp for a number of months, seems to be bullish on the $731.13B market cap company. The stock decreased 1.20% or $1.155 during the last trading session, reaching $94.955. About 20.35 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since April 20, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Smithbridge Asset Management Inc decreased its stake in The Walt Disney Co Com (DIS) by 52.41% based on its latest 2017Q4 regulatory filing with the SEC. Smithbridge Asset Management Inc sold 8,444 shares as the company’s stock declined 8.57% with the market. The institutional investor held 7,666 shares of the television services company at the end of 2017Q4, valued at $824,000, down from 16,110 at the end of the previous reported quarter. Smithbridge Asset Management Inc who had been investing in The Walt Disney Co Com for a number of months, seems to be less bullish one the $150.65B market cap company. The stock decreased 0.69% or $0.7 during the last trading session, reaching $100.19. About 3.92M shares traded. The Walt Disney Company (NYSE:DIS) has declined 11.59% since April 20, 2017 and is downtrending. It has underperformed by 23.14% the S&P500.

Smithbridge Asset Management Inc, which manages about $174.53 million and $158.38M US Long portfolio, upped its stake in Novartis A G Sponsored Adr (NYSE:NVS) by 7,530 shares to 17,558 shares, valued at $1.47 million in 2017Q4, according to the filing. It also increased its holding in Vanguard Tax Managed I Ftse De (VEA) by 8,560 shares in the quarter, for a total of 65,041 shares, and has risen its stake in Metlife Inc Com (NYSE:MET).

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 24 have Buy rating, 2 Sell and 13 Hold. Therefore 62% are positive. The Walt Disney Company had 154 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Monday, August 17 by FBR Capital. The company was maintained on Sunday, September 24 by Piper Jaffray. The firm has “Outperform” rating given on Tuesday, August 11 by Credit Suisse. As per Monday, October 16, the company rating was maintained by BMO Capital Markets. The company was upgraded on Monday, October 9 by RBC Capital Markets. The firm has “Market Perform” rating by Wells Fargo given on Tuesday, August 18. The firm has “Sell” rating given on Wednesday, November 22 by BMO Capital Markets. Credit Suisse maintained The Walt Disney Company (NYSE:DIS) rating on Tuesday, November 10. Credit Suisse has “Outperform” rating and $130 target. The rating was maintained by Loop Capital on Wednesday, January 31 with “Hold”. The firm has “Buy” rating by Evercore given on Tuesday, January 3.

Investors sentiment increased to 0.9 in 2017 Q4. Its up 0.01, from 0.89 in 2017Q3. It improved, as 58 investors sold DIS shares while 690 reduced holdings. 162 funds opened positions while 508 raised stakes. 896.07 million shares or 0.31% less from 898.84 million shares in 2017Q3 were reported. Bryn Mawr Tru invested in 0.3% or 50,410 shares. Comerica Comml Bank owns 531,363 shares or 0.39% of their US portfolio. Cookson Peirce & Inc reported 0.04% in The Walt Disney Company (NYSE:DIS). Willingdon Wealth Mgmt holds 1.09% or 30,894 shares. Andra Ap, Alabama-based fund reported 100,644 shares. Ontario – Canada-based Royal Natl Bank Of Canada has invested 0.29% in The Walt Disney Company (NYSE:DIS). Addenda Cap Inc has invested 0.6% of its portfolio in The Walt Disney Company (NYSE:DIS). 2,686 are held by F&V Mngmt Ltd Com. New York-based Van Eck Assocs Corp has invested 0.17% in The Walt Disney Company (NYSE:DIS). Court Place Ltd Liability Corp owns 0.57% invested in The Walt Disney Company (NYSE:DIS) for 12,744 shares. 216,506 are held by Agf Inc. Hudson Valley Inc Adv holds 0.95% or 35,677 shares in its portfolio. Alphamark Ltd Llc stated it has 0.04% of its portfolio in The Walt Disney Company (NYSE:DIS). Inr Advisory Services Ltd Liability Com has invested 0% in The Walt Disney Company (NYSE:DIS). Da Davidson has 256,244 shares for 0.58% of their portfolio.

Since February 26, 2018, it had 0 buys, and 1 sale for $194,780 activity.

Analysts await The Walt Disney Company (NYSE:DIS) to report earnings on May, 8 after the close. They expect $1.68 EPS, up 12.00% or $0.18 from last year’s $1.5 per share. DIS’s profit will be $2.53B for 14.91 P/E if the $1.68 EPS becomes a reality. After $1.89 actual EPS reported by The Walt Disney Company for the previous quarter, Wall Street now forecasts -11.11% negative EPS growth.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 6 Hold. Therefore 78% are positive. Microsoft Corporation had 172 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by Deutsche Bank with “Buy” on Friday, July 21. UBS maintained it with “Buy” rating and $64 target in Monday, August 29 report. The firm has “Buy” rating by Bernstein given on Tuesday, December 12. RBC Capital Markets maintained Microsoft Corporation (NASDAQ:MSFT) on Monday, May 29 with “Buy” rating. Nomura maintained it with “Buy” rating and $36 target in Tuesday, April 19 report. The company was maintained on Friday, January 27 by Stifel Nicolaus. The rating was upgraded by Goldman Sachs to “Neutral” on Friday, December 18. The company was upgraded on Friday, January 27 by Citigroup. The company was maintained on Friday, January 26 by Cowen & Co. The rating was upgraded by Atlantic Securities on Thursday, November 10 to “Neutral”.

Umb Bank N A, which manages about $3.07B US Long portfolio, decreased its stake in Exxonmobil Corp (NYSE:XOM) by 9,036 shares to 403,812 shares, valued at $33.78M in 2017Q4, according to the filing. It also reduced its holding in Apache Corp (NYSE:APA) by 22,720 shares in the quarter, leaving it with 16,807 shares, and cut its stake in Boeing Co (NYSE:BA).

Since February 16, 2018, it had 0 buys, and 3 insider sales for $930,912 activity.

Investors sentiment decreased to 0.77 in Q4 2017. Its down 0.06, from 0.83 in 2017Q3. It is negative, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Lafayette Invs reported 2.79% in Microsoft Corporation (NASDAQ:MSFT). Fosun Ltd reported 0.11% stake. Eminence Cap Limited Partnership, New York-based fund reported 2.26M shares. Advisor Partners Ltd Llc holds 170,640 shares. The Georgia-based Voya Invest Ltd has invested 2.6% in Microsoft Corporation (NASDAQ:MSFT). Sands Cap Mngmt Limited Liability Company invested in 0% or 4,250 shares. Stifel Fincl Corp has 1.46% invested in Microsoft Corporation (NASDAQ:MSFT) for 5.38M shares. L S Incorporated reported 126,156 shares or 1.65% of all its holdings. Highland Capital Ltd Liability Corp has 442,833 shares for 2.89% of their portfolio. De Burlo Group owns 8,987 shares. Iowa National Bank & Trust holds 82,959 shares or 3.2% of its portfolio. Benjamin F Edwards & Co holds 0.52% or 57,683 shares in its portfolio. Hexavest Inc reported 1.62M shares or 1.58% of all its holdings. Eaton Vance Mgmt owns 1.84% invested in Microsoft Corporation (NASDAQ:MSFT) for 8.88M shares. Athena Capital Advsrs Ltd has 108,220 shares for 2.3% of their portfolio.

Microsoft Corporation (NASDAQ:MSFT) Institutional Positions Chart

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